Northwestern Mutual Wealth Management’s Whitestone REIT WSR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4K	Buy	600 +568	+1,775%	+$10.7K	﹤0.01%	3072
2026 Q1	$517	Buy	+32	New	+$482	﹤0.01%	3851
2022 Q2	–	Sell	-2,552	Closed	-$34K	–	3511
2022 Q1	$34K	Buy	+2,552	New	+$29.3K	﹤0.01%	2103
2021 Q3	–	Sell	-1,500	Closed	-$12K	–	3240
2021 Q2	$12K	Buy	+1,500	New	+$13.5K	﹤0.01%	2375
2016 Q1	–	Sell	-165	Closed	-$2K	–	2308
2015 Q4	$2K	Buy	+165	New	+$1.99K	﹤0.01%	1460

Other funds holding WSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WIC

Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's WSR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Whitestone REIT (WSR) stake by 1,775% in Q2 2026, buying an estimated $10.7K and bringing the position to 600 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Northwestern Mutual Wealth Management first reported a position in WSR in Q4 2015 and has held it in 5 quarters since. The position peaked at $34K in Q1 2022. 217 funds tracked by Wall St. Rank hold WSR as of Q2 2026.

Northwestern Mutual Wealth Management held 600 shares of Whitestone REIT worth $11.4K as of Q2 2026.
Northwestern Mutual Wealth Management bought 568 Whitestone REIT shares in Q2 2026, an estimated $10.7K.
Whitestone REIT made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3072 holding.
Northwestern Mutual Wealth Management first reported a position in Whitestone REIT in Q4 2015 and has held it in 5 quarters since.
Northwestern Mutual Wealth Management's Whitestone REIT position peaked at $34K in Q1 2022.
217 funds tracked by Wall St. Rank held Whitestone REIT as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.